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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,290 | $82,630+106.1% | $64,105+165.6% | $125,389+35.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.26% | 1489.72%-1490.0pp | 791.24%-791.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $8,938 | $2,671+234.6% | $1,820+391.1% | $4,866+83.7% |
| Participant deferral / active EE | $6,736 | $3,608+86.7% | $2,822+138.7% | $5,352+25.9% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |